Latest articles


corn plants

Is the corn market ready to rally on U.S. weather worries?

A cold, wet spring is giving way to what looks like a hot and dry summer

Corn futures prices have remained stubbornly low for the past three months despite heavy rain and cold weather complicating planting and early crop development. But the tide may be shifting as the summer is beginning under a warmer and drier regime. Driven partially by mounting U.S. weather concerns, July corn on June 7 broke above […] Read more


China’s wheat hoard masks tightening in global market

Without China’s politically motivated stocks in the equation, supply would actually be tightening

World wheat supply is expected to hit record levels in 2017-18 for the fourth year in a row, but remove China from the equation and next year’s global wheat carry-out would be the lowest in four years. The U.S. Department of Agriculture recently projected world wheat ending stocks would rise to 258.29 million tonnes in […] Read more




Slow start to U.S. corn planting may lead to tug of war with soy

Although technology allows farmers to plant faster than ever before, weather can still hinder progress

U.S. farmers are off to a slow start on corn plantings and even though it is still very early in the 2017 season, the numbers may already imply that total corn acres could be less than the 89.996 million that the market currently expects. The U.S. Department of Agriculture placed corn-planting progress at six per […] Read more



India is the wild card in global wheat production and consumption

Some estimates are calling for an increase of 15 per cent, to 100 million tonnes for the looming harvest

India will be the first major wheat-growing country to harvest the 2017-18 crop, and most of its wheat will be cut by the time the U.S. Department of Agriculture rolls out its first production estimate in May. Despite the early glimpse this should provide to the wheat market, the Indian government’s data could actually downplay […] Read more


soybeans and soybean pods

Soybean bulls may not find a friend in U.S. crush

The numbers suggest crushers are beginning to oversupply the meal market

The United States has crushed an unprecedented amount of soybeans since the harvest began last fall, but there have not been as many buyers as processors had hoped for, and this could end up burdensome on domestic soybean supply. Data released by the National Oilseed Processors Association Feb. 15 showed that its members crushed 160.621 […] Read more



Huge U.S. corn exports face hurdles: Braun

Record-high stockpiles and looming record crops from rivals are causing headwinds for the crop

The United States appears well on its way to exporting the largest volume of corn in nine years, but there will be some hurdles to overcome in order to meet the full expectation for the season. The United States is the world’s No. 1 source for corn and while not the primary form of domestic […] Read more


Soybean Field

Dry spell in Argentina may spoil buzz for soybean bulls: Braun

Switch away from wet cycle could set the stage for a significant recovery in the crop’s prospects

Soybean bulls have been excited over the excessive rains across Argentina’s Soybean Belt in recent weeks, but an expected flip to dry weather might wither their enthusiasm. It’s been wet in the core soybean region in Argentina – the global leader in soy product exports. Most areas picked up between one and two inches (25 […] Read more



Soybean Field

U.S. soybeans may be headed for 90 million acres in 2017: Braun

The soybean-to-corn futures pricing ratio is far higher than it usually is at this time of year

It is almost certain that U.S. farmers will plant more soybeans in 2017 than ever before, but profitability indicators in the futures market give good reason to believe that this acreage could push much higher than what we have been prepared for. In its annual long-term projections published late last month, the U.S. Department of […] Read more


soybeans and soybean pods

Brazil’s export lull sets stage for record soybean shipments: Braun

The current lull in shipments is exactly that, rather than a withdrawal from the market

If there is a silver lining to Brazil’s recent shortcomings in grain exports, the country is now more prepared than ever to pump out big volumes in 2017, perhaps to the dismay of its competitors. Brazil is the No. 1 and No. 2 shipper of soybeans and corn, respectively, but earlier this year, the drought-stricken […] Read more